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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-09-01 |
Branch Locations
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Marblehead, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resources Management Corp. | Marblehead | MA | 10/1985 | 09/2022 |
| Congress Wealth Management Llc | Marblehead | MA | 09/2022 | Present |
1) Casa De Mar, Non-Investment Related, 80 Humphrey Street, Swampscott, MA. 01907, Rental property, Co-Owner , 05/01/2021, Appx. 5 Hrs/Mnth, Reviews P & L and corresponds with the property manager.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-10-20 |
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